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Leonard Rickey Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
17,800
-8,068
-31% -$592K 0.21% 43
2026
Q1 		$1.9M Sell
25,868
-256,017
-91% -$19M 0.33% 32
2025
Q4 		$20.9M Buy
281,885
+3,035
+1% +$226K 3.78% 10
2025
Q3 		$20.7M Buy
278,850
+3,605
+1% +$265K 3.91% 9
2025
Q2 		$20.3M Buy
275,245
+7,022
+3% +$511K 4.05% 8
2025
Q1 		$19.4M Sell
268,223
-52,496
-16% -$3.81M 4.19% 8
2024
Q4 		$23.1M Buy
320,719
+11,391
+4% +$833K 5.31% 6
2024
Q3 		$23.2M Buy
309,328
+9,384
+3% +$694K 5.27% 6
2024
Q2 		$21.6M Buy
299,944
+13,463
+5% +$964K 5.18% 6
2024
Q1 		$20.8M Buy
286,481
+30,084
+12% +$2.18M 5.38% 6
2023
Q4 		$18.9M Buy
256,397
+6,604
+3% +$466K 5.59% 5
2023
Q3 		$17.4M Buy
+249,793
New +$17.8M 5.7% 5
2020
Q3 		– Sell
-36,775
Closed -$3.25M – 65
2020
Q2 		$3.25M Buy
36,775
+6,127
+20% +$536K 2.11% 10
2020
Q1 		$2.62M Buy
30,648
+235
+0.8% +$20K 2.03% 12
2019
Q4 		$2.55M Buy
30,413
+3,670
+14% +$309K 1.54% 15
2019
Q3 		$2.26M Buy
26,743
+811
+3% +$68K 1.5% 14
2019
Q2 		$2.15M Buy
25,932
+1,644
+7% +$134K 1.45% 14
2019
Q1 		$1.97M Buy
24,288
+2,111
+10% +$169K 1.43% 14
2018
Q4 		$1.76M Buy
22,177
+292
+1% +$22.8K 1.45% 14
2018
Q3 		$1.72M Buy
21,885
+117
+0.5% +$9.25K 1.26% 14
2018
Q2 		$1.72M Buy
21,768
+525
+2% +$41.5K 1.3% 13
2018
Q1 		$1.7M Buy
21,243
+409
+2% +$32.7K 1.33% 13
2017
Q4 		$1.7M Buy
+20,834
New +$1.7M 1.3% 15

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Leonard Rickey Investment Advisors's BND Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 31% in Q2 2026, selling an estimated $592K and leaving 17,800 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #43.

Leonard Rickey Investment Advisors first reported a position in BND in Q4 2017 and has held it in 23 quarters since. The position peaked at $23.2M in Q3 2024. 903 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Leonard Rickey Investment Advisors held 17,800 shares of Vanguard Total Bond Market worth $1.31M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 8,068 Vanguard Total Bond Market shares in Q2 2026, an estimated $592K.
  • Vanguard Total Bond Market made up 0.21% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 23 quarters since.
  • Leonard Rickey Investment Advisors's Vanguard Total Bond Market position peaked at $23.2M in Q3 2024.
  • 903 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.